AI Skills for Accountant

Facilitates the creation, editing, and analysis of spreadsheet files, ensuring professional formatting and error-free formulas.

Calculates key portfolio risk metrics like VaR and CVaR for effective risk management and monitoring in finance.

Automates billing systems for recurring payments, invoicing, and subscription management, enhancing financial operations and customer retention.

Automates billing processes for subscriptions, invoicing, and payment recovery, enhancing efficiency in financial management.

Processes Excel files for data analysis, financial modeling, and spreadsheet creation with strict adherence to formatting standards.

Facilitates stock trading and portfolio management through the Tiger Brokers API for US and HK markets.

AI-powered accounting assistant for French businesses, ensuring compliance with tax and accounting regulations.

Provides comprehensive investment analysis and decision support through technical and fundamental analysis, market sentiment evaluation, and risk assessment.

Automates document exchange with RZL Klientenportal for efficient management of receipts and invoices with tax accountants.

Automates Raiffeisen ELBA online banking tasks like login, account listing, and transaction fetching using Playwright.

Enables minting and redeeming of the Metal Dollar (XMD) stablecoin with analytics on supply and collateral reserves.

Generates crypto tax reports for XPR Network, supporting New Zealand and US tax regulations with automated calculations and categorization.

Assists in policy-compliant portfolio rebalancing on Gnosis Safe, monitoring drift and executing trades efficiently.

Provides personalized investment strategies and market monitoring for Lithuanian investors, focusing on ETFs, crypto, and pension funds.

Facilitates trading and portfolio management using the Finam Trade API, providing real-time market data and asset browsing capabilities.

Calculates cryptocurrency tax obligations, including cost basis tracking and Form 8949 generation, for accurate tax reporting.

Builds professional DCF valuation models in Excel, including cash flow projections and sensitivity analysis for finance teams.

Creates detailed leveraged buyout models in Excel for private equity analysis, including cash flow waterfalls and IRR calculations.

Automates budget vs actual variance analysis in Excel, providing insights and summaries for financial reporting and FP&A teams.

Automates the generation of Excel formulas, providing step-by-step guidance and best practices for business automation tasks.